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MQS Management’s Primerica PRI Stock Holding History

MQS Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,150
Closed -$297K – 550
2025
Q4 		$297K Buy
+1,150
New +$300K 0.18% 252
2025
Q3 		– Sell
-1,672
Closed -$458K – 611
2025
Q2 		$458K Buy
1,672
+817
+96% +$217K 0.25% 145
2025
Q1 		$243K Buy
+855
New +$244K 0.14% 323
2024
Q4 		– Sell
-1,572
Closed -$417K – 313
2024
Q3 		$417K Buy
+1,572
New +$397K 0.23% 178
2024
Q1 		– Sell
-2,018
Closed -$415K – 638
2023
Q4 		$415K Sell
2,018
-580
-22% -$119K 0.23% 172
2023
Q3 		$504K Buy
+2,598
New +$532K 0.31% 102

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

MQS Management's PRI Position: Q1 2026 in Review

MQS Management sold out of Primerica (PRI) in Q1 2026, closing a stake of 1,150 shares — an estimated $297K sold.

MQS Management first reported a position in PRI in Q3 2023 and held it in 6 quarters. The position peaked at $504K in Q3 2023. 508 funds tracked by Wall St. Rank hold PRI as of Q1 2026.

  • MQS Management reported no remaining Primerica position as of Q1 2026 after selling out during the quarter.
  • MQS Management sold 1,150 Primerica shares in Q1 2026, an estimated $297K.
  • MQS Management first reported a position in Primerica in Q3 2023 and held it in 6 quarters.
  • MQS Management's Primerica position peaked at $504K in Q3 2023.
  • 508 funds tracked by Wall St. Rank held Primerica as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.